AWM

Abound Wealth Management Portfolio holdings

AUM $399M
1-Year Est. Return 14.55%
This Quarter Est. Return
1 Year Est. Return
+14.55%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$180M
AUM Growth
+$40.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
133
New
Increased
Reduced
Closed

Top Buys

1
+$16.3M
2
+$16.2M
3
+$12.5M
4
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$6.8M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$3.22M

Top Sells

1
+$5.55M
2
+$587K
3
+$320K
4
AMD icon
Advanced Micro Devices
AMD
+$239K
5
VTEB icon
Vanguard Tax-Exempt Bond Index Fund
VTEB
+$226K

Sector Composition

1 Consumer Discretionary 2.06%
2 Technology 1.98%
3 Energy 0.77%
4 Financials 0.75%
5 Communication Services 0.25%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$16.3M 9.1%
+232,931
2
$16.2M 9.04%
397,888
+29,368
3
$16.2M 9.04%
+224,868
4
$16M 8.93%
173,588
+2,875
5
$16M 8.93%
84,976
+66,065
6
$15.9M 8.84%
323,467
+138,656
7
$12.6M 7%
123,626
-54,617
8
$12.2M 6.78%
818,226
-39,399
9
$9.23M 5.14%
24,350
+8,485
10
$5.46M 3.04%
131,185
+41,876
11
$5.21M 2.9%
29,582
+1,437
12
$3.49M 1.95%
41,711
+32,838
13
$2.92M 1.63%
13,014
+192
14
$2.73M 1.52%
46,404
+27,079
15
$2.67M 1.49%
15,489
+50
16
$2.57M 1.43%
18,794
+891
17
$2.3M 1.28%
21,625
+9,514
18
$1.89M 1.05%
57,446
+12,628
19
$1.87M 1.04%
127,149
+119,220
20
$1.52M 0.85%
4,384
-58
21
$1.37M 0.76%
24,637
-17
22
$1.16M 0.64%
12,696
+4,685
23
$1.06M 0.59%
54,522
+3,298
24
$982K 0.55%
62,458
+18,364
25
$977K 0.54%
3,803
-41
1
2 3 4 5